Goldman Sachs has reiterated its "Buy" rating for MiniMax Group, setting a target price of HK$860. The investment bank highlights the improved inference efficiency of the MiniMax M3 model, which is over twice that of its predecessor, the M2.7, despite a doubling in model parameters. This efficiency is expected to offset any cost increases.
Additionally, DeepSeek's recent announcement of a time-of-use pricing mechanism, with peak-hour rates doubling, is seen as an indirect endorsement of MiniMax M3's cost-effectiveness. The anticipated release of larger M3 series models and the H3 video model are expected to drive further growth for MiniMax.
Goldman Sachs Reaffirms Buy Rating on MiniMax, Sets Target at HK$860
Disclaimer: The content provided on Phemex News is for informational purposes only. We do not guarantee the quality, accuracy, or completeness of the information sourced from third-party articles. The content on this page does not constitute financial or investment advice. We strongly encourage you to conduct you own research and consult with a qualified financial advisor before making any investment decisions.
